Integrated Financial Strategies provides investment advice and manages portfolios for clients. They offer both discretionary (where they make trades for you) and non-discretionary (where you approve each trade) portfolio management. They also offer retirement income planning, where they analyze your finances and create a plan to help you reach your retirement goals. They also offer web-based financial consulting and planning services.
Assets Under Management$460M
Clients600
Advisors5
Avg. per Client$760K
Avg. per Advisor$91M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $750K | 1.50% |
| $750K - $1.3M | 1.35% |
| $1.3M+ | 1.15% |
Fees are negotiable. In limited circumstances, Integrated Financial Strategies may charge advisory fees that slightly exceed the standard tiered fee schedule where the client relationship is more complex in nature and/or requires additional advisory assistance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...